Step 5 · Hand off
Your handoff package
Built from your pulse: your top gaps, what you thought, what the plan says, the lessons you finished, and questions for the client-chosen licensed adviser for your engagement. You review it, consent, then print, copy, or build a meeting request yourself. Nothing is sent anywhere.
Request an adviser meeting
Builds a calendar invite (.ics) and copyable text on this device. Nothing is emailed or sent automatically.
Nothing was sent. Download the calendar invite or paste the request to your adviser yourself.
Your licensed adviser (placeholder)
Engagement demo, replace with the adviser named by your employer / plan sponsor.
Name: [Client-chosen licensed adviser]
Firm: [To be supplied per engagement]
Contact: adviser@example.invalid · (555) 010-0000
FeatureHeld does not assign a panel adviser unless the client has none and asks for a referral (then a human sponsor handles it). We do not white-label advice through this product.
Refused in-product
- Which fund to pick
- How to allocate or rebalance
- Whether to roll over
- Which IRA, annuity, or product to buy
- Account numbers or balances “to personalize”